Tue, May 30|
Marketing and Branding your SAPEPA Business + the Ins and Outs of lines of Succession
Time & Location
May 30, 2023, 9:00 AM – 12:00 PM
About the event
Tim Munro and Michael Jeffriess will discuss the marketing and branding of your SAPEPAA business, including how to separate from accounting or planning, plus how to reframe the business with clients. In this intensive webinar, SAPEPAA Chairman Grant Abbott will be looking at lines of succession for family protection and testamentary trusts. Who should not be in there, can minors occupy the position and how far out do you go.
We will also be looking at our new sub-site for Legacy Builders with our digital marketing agency that will enhance the Australian pblics knowledge in leaving a legacy and the importance of using a Board Certified SAPEPAA Adviser for family wealth protection. Plus with the Budget we expect some big changes and increasing the importance of Family Protection Trusts to be put in place before 30 June 2023